Podcasts about us shale

Back in the 1970's there was a very popular graphic of a Lincoln US one cent coin. The original coin on the back has the words engraved “In God we Trust”. The coin had been altered to say, in Oil we trust. At the time, that meme rang true as people were lining up at gas stations around the block and oil prices spiked. The economic turmoil of those days was the result of the OPEC oil embargo. Global trade was disrupted and a new word was coined. The economists rule book was broken and we had simultaneous price inflation and economic contraction. The term stagflation was born and remains as a textbook condition which can happen whenever there is an artificial constraint on economic activity.  On Thursday, one day after President Trump's liberation day, OPEC Plus came out with their production targets for the next few months. The timing is coincidental. No doubt it appears that President Trump is going to get his wish for lower oil prices. Oil prices have dropped by 10% in 2 days.So now with the spectre of reciprocal tariffs, economic slowdown, and falling prices at the gasoline pump, some people are cheering that it will cost less to fill the tank in your car. But if you are a shale oil producer, you probably have a flashback to 2014 when OPEC killed the US Shale industry by dropping the world price of oil to below the economic break-even for shale oil production. I believe that the spike in oil production at a time of declining demand is a deliberate move to crash prices and crater the US oil industry. This was not just an action aimed at Iraq. This is one of those times when it is difficult to make sense out of what is happening in global markets. Quite frankly, some of it makes no sense.------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Recorded on January 23, 2025 https://youtu.be/n4MJn2UE1w0 Episode 125 of PetroNerds podcast is your complete outlook and overview on oil prices, M&A, activity, Trump, and US shale. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is joined by Chris Atherton, the CEO of Efficient Markets, also known as EnergyNet. PetroNerds is proud to announce the first PetroNerds podcast sponsorship by Efficient Markets. This is a partnership between Efficient Markets and PetroNerds. Trisha Curtis and Chris Atherton cover everything from oil prices and M&A to changes in the regulatory landscape to infill drilling, PDP, production, and refracs. They talk about what their clients are asking them, oil price volatility, and how oil and gas prices are impacting transactions, deals, and M&A. Chris talks about the stability in oil prices in 2023 and 2024 lending itself to a good transaction environment. They talk about CAPEX and spending and the public market. Chris Atherton talks about weather in Houston and the spike in natural gas prices in 2025. They get into trends and themes and views within the industry, capital discipline, Saudi Arabia, and natural gas prices. Trisha diagress with the thought that capital will be disciplined with higher natural gas prices. She is bullish on activity in the US and the runway. She also gets into OPEC and EIA and the differing views on US shale production potential. Trisha and Chris discuss the question, will capital discipline constrain growth in the US, and at what price point? They talk about the role of private companies, deregulation, and the rig count in Wyoming and Utah reflecting the current regulatory environment and expectations under Trump. Chris talks directly about M&A under higher natural gas prices and M&A with oil price volatility. They also talk about Trump, policies, and what Trump wants for oil and gas prices and what that means for money and investment in the space. Trisha says "Hydrocarbons are back in fashion in America." Chris discusses renewables and where wind and solar now sit on the deal side. This podcast is jam-packed and covers all of this and a whole lot more. You are going to want to listen to it more than once and share it with your colleagues and friends. If you are interested in podcast sponsorship and partnering with PetroNerds, reach out contact us here. Listen on Itunes

Recorded on November 15, 2024 and November 13, 2024 https://www.youtube.com/watch?v=IeqeFpP1UXc Episode 120 of the PetroNerds podcast is a show-stopping 30-minute post-election run down covering everything from U.S. shale to geopolitics. This podcast is Trisha Curtis' talk and presentation to the Oklahoma Petroleum Alliance in Oklahoma City, Oklahoma on November 13th, 2024 with a fresh market intro from Washington, DC. This heavy-hitting and fast-talking podcast gives you a full post election analysis of what a second Trump Presidency means for energy and how radically different this will be from the previous four years. Trisha also walks her audience and listeners through the US and global economy and the messy and intense state of geopolitics. She talks about the macro, the economic health of the global economy, the spare capacity out of Saudi Arabia, robust production out of Russia, North Korean troops in Russia, and China's financing of both Iran's proxy endeavors against Israel and the West as well as China's funding and support of Russia for the war in Ukraine. She gets into the rising electricity prices in the U.S., wind and solar and coal power, potential growth of natural gas, and the desperate need to embrace U.S. domestic energy to lower energy and power costs for the average American and the average business. And lastly, Trisha brings this PetroNerds presentation and podcast home by talking about shale production and the whopping 13.4 million barrels per day of oil the U.S. is producing. She talks about election implications and what it means for shale and U.S. energy. This is a podcast you are going to want to listen to, relisten to, and share with your friends and colleagues! Listen on Itunes

Another merger, another Deal Spotlight! On today's episode, we talk all things OFS and the merger of SLB + ChampionX that happened earlier this year. To break all this down, we needed to find an expert, and Jeff Krimmel is that expert!He joins the show to discuss all things OFS, market dynamics, pricing, and future segment forecasts before diving into this merger from all angles. SLB is making a clear statement: the future of US Shale is in production longevity, not drilling. Jeff points out some really interesting tidbits surrounding the nature of the press releases and in the end, gives it his blessing.Thanks again to Jeff Krimmel for joining the show.Until the next deal!Links:Jeff Krimmel Newsletter: https://jeffkrimmel.carrd.co/Jeff's LinkedIn: https://www.linkedin.com/in/jeffkrimmel/Jeff's Website: https://krimmelsg.com/ Highlights of the Podcast 00:00 – Introduction and overview of the Schlumberger Champion X oilfield service merger discussion01:37 – Discussion about Jeff Krimmel's recent keynote address03:22- Overview of Jeff Kimmel's background in oilfield services and strategy05:06 – Discussion about market pricing strategies in oilfield services08:28 – Analysis of the Schlumberger Champion X merger17:32 – Current sentiment in the oilfield services market25:03 – Detailed breakdown of the Schlumberger Champion X merger highlights27:43 – Discussion on the future of operational expenditure in oilfield services29:47 – Examination of Champion X's business focus and how it complements Schlumberger36:00 – Discussion of synergies and financial aspects of the merger44:50 – Final thoughts on the Schlumberger Champion X merger and its impact on the oilfield services industry50:10 – Conclusion and wrap-up of the episode

Energy independence has been a global priority over the past few decades, but not all of that black gold is created equal. The US has been able to capitalize on deposits of oil-bearing shale, so can others replicate this success with different types of oil? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-can-other-countries-replicate-the-us-shale-revolution

Recorded on March 6, 2024 https://www.youtube.com/watch?v=0f_c_nmZ_mM Episode 103 of the PetroNerds podcast is another heavy hitting PetroNerds special. This is Trisha Curtis' talk and presentation on US shale production and activity at the Oxford Institute for Energy Studies' Oil Day in Oxford, England on December 1st, 2023. Trisha front loads this episode with everything timely in the oil and gas market and global economy including Colorado's potential ban on oil and gas drilling by 2030, Xcel's proposed rate increase on natural gas to fund renewables, China's economy and political party meetings, OPEC/Saudi's extended voluntary oil production cut, Red Sea and Houthi ship attacks, and much more. Trisha's Oil Day presentation walks listeners through US record production of 13.3 mbd and 128 Bcf/day of natural gas explaining the fundamentals of longer laterals, less rigs, less wells, rising output, oil prices, volatility, consolidation and M&A, and much more. Listen on Itunes

Vandana Hari, founder of Vanda Insights, a Singapore-based provider of intelligence on energy markets, returns to Kopi Time. She was with us in the early days of the podcast, when WTI futures was in negative territory, and then returned around the time of Russia's invasion of Ukraine. Today, again, energy markets have no shortage of drama. Vandana begins by addressing various scenarios over the brewing tensions in the Red Sea, especially for shipping and oil price risk premium. She also details the perverse dynamics around Russia's energy supplies and various unintended consequences. Beyond geopolitics, she looks at the rather underwhelming supply-demand fundamentals characterising energy markets. We then talk about the future of OPEC+, state of US Shale sector, and the medium term demand for fossil fuels against green transition. Vanda offers an astute blend of industry insights and the complex realities in place. See omnystudio.com/listener for privacy information.

Highlights of the Podcast00:00 - Intro02:10 - The first U.S. Nuclear Reactor built from scratch in decades enters commercial operation and Georgia03:57 - Take Note Labor: Sweden rejects wind farm over its negative effect on the environment06:28 - Klaus Schwab's Daughter: Permanent Climate Lockdowns Coming - Whether You Like it or Not10:47 - Why the World Just Can't Kick Coal13:46 - Billionaire Harold Hamm sees a great oil fortune still untapped in US shale16:10 - Market Updates19:42 - Outro– Get in Contact With The Show –Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB Substack

In today's conversation, John Reilly and Greg Bordelon share thoughts and analysis on developments in OPEC, crude markets, US NGLs, and the US shale sector.LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  Go here to subscribe: https://primaryvision.co/subscription-plan/Questions? info@primaryvision.co➔ Topics Covered:conversationOPEC's surprise decisionGlobal supply pictureThe quality of oilFuture outlookSupply Growth outside OPECOPEC Production CutUS Production ProfileQuality OilDemand from ChinaJet Fuel Demand vs. Total DemandDependence on ChinaNatural Gas Liquids (NGL) PricesImpact on Dividends and BuybacksPerception of Oil CompaniesImplications for Permian ProducersPotential Future Impacts➔ Check Out These Popular Videos:► Emerging Market Pressure Riseshttps://www.youtube.com/watch?v=C_pW0j3fypc► U.S. Jobs Data & Leading Indicatorshttps://www.youtube.com/watch?v=UAk_ZxFX4Ds► Investors Vs. The Fedhttps://www.youtube.com/watch?v=7ji2eSyM7rQ

Recorded on May 22, 2023 and May 2, 20233 https://www.youtube.com/watch?v=eHF-ehbgNq0 Episode 84 of the PetroNerds podcast is a soup to nuts market update taking you around the world and back to the USA. This presentation pushes the envelope, getting into industry groupthink and the need to rethink the investment thesis in oil and gas and move away from the energy transition narrative. This was Trisha Curtis' talk to the SPE (Society for Petroleum Engineers) Permian Basin chapter in Midland, Texas on May 2, 2023, "Crude Volatility: From US Shale to ESG to the War in Ukraine." Before diving into this in depth presentation, Trisha provides listeners with a fresh market update covering the debt ceiling saga, range bound oil prices, Chevron's purchase of PDC, Jamie Dimon's comments about 7 percent interest rates, and Chinese economic growth and debt concerns. This is part one of this the SPE talk and covers groupthink in the oil industry around high oil prices, oil demand, the SPR and the regulatory environment in the US, the G7 Communique and the poor investment signals for oil and gas, the movement against oil and gas, IEA Net Zero 2050 and the crippling impacts to oil and gas demand by 2030, global oil and gas consumption, inflation, and labor issues. Trisha gets into share buybacks, the low reinvestment rate in US shale, and the need for oil and gas companies to tell their investment thesis and story and explain how you make money in oil and gas and why we need to continue to invest in oil and gas. Listen on Itunes

Recorded on May 12, 2023 and April 18, 2023 https://www.youtube.com/watch?v=9al6BcEgB3w Episode 83 of the PetroNerds podcast is Washington, DC special on US shale, investment, and energy security. This is a must listen to episode that crams a lot of intel and a lot of laughs into a short 30 minute presentation. Trisha discusses US shale production in the context of a unique and unprecedented regulatory evenoment and investor pressure surrounding the energy transition and ESG. She covers shale production, productivity, the role of public vs. private operators, and the G7 Energy Communique which barely allows for natural gas investment. Trisha explains clearly that the messages being sent from the top, from government regulators and policy makers, across the globe, is damning for the investment climate in oil and gas. Trisha introduces this podcast with a fresh market update as of May 12, 2023 covering everything from this week's inflation data to commodity prices and softness in China to the debt ceiling standoff. She also talks about her recent trip to Midland, Texas and the must read Financial Times article that PetroNerds was quoted in, twice, "Falling crude prices and recession fears bring US oil and gas rally to a halt," May 7th, 2023. Listen on Itunes

A war over resources control causes economic hyperinflation and impoverishment. Contention over limited resource leads to war. Unlimited energy dissolves the contention for resource and creates a proliferation of productivity. --- Send in a voice message: https://podcasters.spotify.com/pod/show/david-nishimoto/message

Recorded on December 2, 2022 https://youtu.be/7Lop0EQ5MHE Everything US shale in 15 minutes? Trisha Curtis and PetroNerds have you covered. PetroNerds is back in the UK! Episode 70 of the PetroNerds podcast is a 15 minute market recap as of January 18, 2023 and the US shale presentation Trisha gave in Oxford on December 2, 2022. Trisha presented to an international group at Oxford University for the Oxford Institute for Energy Studies' (OIES) Oil Day. This is a 15 minute complete and fast run down of all the major themes taking place in US shale including rising oil and natural gas production, the rise of private operators and their activity, increased lateral lengths and efficiencies, high natural gas prices impacting gas production, and regulatory, ESG, and investor pressure. Trisha was also a guest on the OIES podcast. https://www.oxfordenergy.org/publications/oies-podcast-us-shale-oil-and-gas-continued-growth-or-curtailment-can-europe-rely-on-additional-us-shale-for-lng/ Listen on Itunes

In this podcast David Ledesma talks to Trisha Curtis, CEO of PetroNerds, about US gas and oil production, transportation and markets. US gas production has performed well since COVID and additional supply growth is clearly possible, but investment in infrastructure will require consistent regulatory and political support. Technology is also key, with production rigs having […] The post OIES Podcast – US Shale Oil and Gas, continued growth or curtailment – can Europe rely on additional US shale for LNG? appeared first on Oxford Institute for Energy Studies.

Recorded on August 11, 2022 https://youtu.be/dsBETJtjcu4 Recorded on August 2, 2022 In episode 59 of the PetroNerds podcast, Trisha Curtis is joined by David Ramsden Wood. David hits Trisha with a series of rapid fire questions from the stock market, the Fed, inflation and interest rates, the global economy and macro environment to Russia's invasion of Ukraine and the resilience of US shale. They get into the energy transition and the breakdown taking place across the globe. They talk about Russia's pariah status and the linkages with China. They talk about the energy transition, energy security, and the stability of power sources like coal in the year 2022. August 2, 2022 - WTI $95.78, Brent $101.91, Henry Hub $7.89, Dutch TTf $.MMBtu $60, 30 Year Mortgage 5.05%, 10 Year Yield 2.71%

US and European shares rallied on Tuesday after Russia said it had begun pulling back some troops, and former Google chief executive, Eric Schmidt, is creating a $125mn fund to address problems with artificial intelligence. Plus, the FT's US energy editor, Derek Brower, explains that US shale companies are feeling pressured to produce less oil despite rising prices. Mentioned in this podcast:US stocks rise after Russia says some troops returning to baseOil's climb towards $100 a barrel tempts US shale companies to shed restraintEric Schmidt creates $125mn fund for ‘hard problems' in AI researchThe FT News Briefing is produced by Fiona Symon and Marc Filippino. The show's editor is Jess Smith. Additional help by Peter Barber and Gavin Kallmann. The show's theme song is by Metaphor Music. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. Read a transcript of this episode on FT.com See acast.com/privacy for privacy and opt-out information.

With 2021 soon coming to a close and commodity prices having stabilized, the theme of the oil and gas industry can be described as cautious optimism. Shareholder focus, new investment options as well as the experience with the last downturn has given U.S. shale producers a different perspective this time around, according to Amy Chronis, vice chair, U.S. oil, gas and chemicals leader, Deloitte. “They are now pivoting toward a new math, maximizing free cash flows from hydrocarbons, investing in the decarbonization of hydrocarbons, new energies and certainly very aware of all the stakeholder pressure,” Chronis said. Joined by Kate Hardin, executive director for the Deloitte Research Center for Energy & Industrials, Chronis recently spoke with Hart Energy's Brian Walzel about Deloitte's 2022 outlook for the oil and gas industry including the five key trends that the firm believes will likely influence the industry over the next 12 months. --- Support this podcast: https://anchor.fm/hartenergy/support

Some observers have been surprised by the stubbornly slow response of US shale production to WTI's ascent towards $80/bbl. Sector consolidation, 2021 hedging losses and an ongoing imperative to show financial discipline have been widely noted before. But now supply-chain bottlenecks and cost inflation are also afflicting the shale sector, just as they are the broader economy. With David Fyfe, Chief Economist for Argus Media. Visit www.argusmedia.com for more on commodity market pricing, market intelligence and analysis. 

Innovation has been the name of the game in directional drilling especially with the dawn of the US Shale revolution with the likes of MWD, LWD and many other tools and technologies. What if I told you that there is a new MWD coming on the scene? Well that is exactly what Carlos and I talk about in today's episode, the idea of “Melting while Drilling” using millimeter waves to essentially vaporize the rock enabling us to access Super Hot Rock with temperatures exceeding 250 degrees C. Quaise is on to something big and it was honor to talk with Carlos and hear about the vision and goals him and his team have for the next decade.  Quaise energy https://www.linkedin.com/company/quaise/about/Carlos Araquehttps://www.linkedin.com/in/carlos-araque-458541138/Carlos's book/author  recommendation Vaclav Smil and Issac AsimovNick Cestari https://www.linkedin.com/in/nick-cestari-48059268/CORE Knowledge https://www.linkedin.com/company/75072170/admin/

After a year of slack demand due to Covid19 the public and private US shale oil drillers look to come back with a vengeance. But the Green Group may have other ideas since they continue to hang around and make noise. But a short term trade is not out of the realm of possibilty.

Chuck talks shop with noted industry veteran Art Berman. The recent kerfuffle with Energy Finance Twitter, the US Shale plays, the path to energy transition and will oil and gas folks even be invited to that discussion.

Chuck talks shop with noted industry veteran Art Berman. The recent kerfuffle with Energy Finance Twitter, the US Shale plays, the path to energy transition and will oil and gas folks even be invited to that discussion. The post Talking Shop with Art Berman on Chuck Yates Needs A Job Podcast appeared first on Digital Wildcatters.

Benjamin Shattuck, a leading analyst of the U.S. upstream oil and gas industry reviews the wild ride that the market took in 2020 and into 2021, with prices plunging, drilling activity falling with it and then a late-year revival that took a lot of people by surprise. Companies are drilling again, but will it last?Apple PodcastSpotifyMore FreightWaves Podcasts

Benjamin Shattuck, a leading analyst of the U.S. upstream oil and gas industry reviews the wild ride that the market took in 2020 and into 2021, with prices plunging, drilling activity falling with it and then a late-year revival that took a lot of people by surprise. Companies are drilling again, but will it last?Apple PodcastSpotifyMore FreightWaves Podcasts

Range Resources Corp. recently put itself on the forefront of the growing discussion around ESG after the Fort Worth, Texas-based independent E&P company became one of the first shale producers to set a net-zero emissions target. A natural gas and NGL producer with operations focused in the Appalachian Basin, Range said it is already a leader in emissions reductions among its peers. However, in late August, the company announced plans to further those emissions reductions by targeting net-zero greenhouse gas emissions by 2025. Following the announcement, K. Scott Roy, senior vice president of Range Resources, joined Hart Energy Editorial Director Len Vermillion to discuss the U.S. shale producer's net-zero ambitions and why Range believes natural gas will be an important part of the mix in the energy transition. “Rather than the theory that suggests that the only way to address the environmental issues of the day is to exclude fossil fuels as part of the mix,” Roy said, “we think that the facts bear out that increased use of responsibly produced natural gas has actually improved the environment while continuing to offer sustainable, low-cost energy option.” Jump to a topic: Why now set the net-zero target? (0:30) Taking the lead among U.S. shale producers (3:05) Range Resources' plan (4:05) Sustainability achievements so far (6:30) Future technology investments (9:45) ESG's importance going forward (11:25) --- Support this podcast: https://anchor.fm/hartenergy/support

As rig counts continue to fall. Producers are high grading ie. Shifting to tight oil areas with higher well productivity. High grading is more pronounced thus far in the current price downturn compared to 15/16. This has largely resulted in shale companies reporting higher efficiencies (charts below). Lower activity, concentrated on best assets with service cost reductions helping companies to guide for more efficiency gains. As of Friday's data active oil rig counts are now at the lowest levels since before the shale revolution started, implying despite the efficiency gains being reported below – depletion rates will catch up. As a result of high grading, well cost reductions expected in both Delaware and Midland Basins, more moderate reductions expected elsewhere. Producers across the Permian have realized or anticipate achieving ~20% reductions in normalized well costs relative to 2019 levels. While sharply lower activity levels and concomitant service price reductions are surely at play, durable process oriented drivers and “creative destruction” from an unprecedented (and virus-driven) downturn also appear to be contributing to this improvement. Above improvements partly linked with cyclical service cost reductions and impact from high grading. Beyond expected drivers of efficiency gains associated with downturns and through-cycle learning curve effects, more meaningful operational changes also appear to be occurring, with simultaneous hydraulic fracturing (Simul-Fracs) and increased automation/remote operations recently in focus. With respect to the former, multiple Midland basin producers have reported utilizing Simul-Fracs, which may be helping that side of the basin keep pace with the relatively less mature Delaware side this year.

What might the US shale investor risk-reward equation look like as the market shows some signs of rebalancing and as lockdowns begin to ease? How long will it take the US shale sector to repair soured investor confidence? Tim Perry, managing director at Credit Suisse, digs into those topics and more with Jeff Mower, director of Americas oil news at S&P Global Platts.

High breakevens and vast sums of maturing debt left US shale producers exposed to the oil price crash of 2020. Global Crude Oil Deputy Editor Richard Price, Oil Market Reporter Andrew Putwain and Senior Editor Ignacio Sotolongo discuss US shale, and why the industry was hit so hard.

The OG360 team is back for another Friday edition of the Digital Closing Bell podcast, the week that was in oil and gas. Show start with the duo whipping around the industry and touching on some of the top stories, both US Shale and international news desk, including: Goldman Sachs Traders Cash in 1 Billion: https://www.oilandgas360.com/goldman-traders-gain-1-billion-in-commodities-revenue-after-oil-slump/ Chesapeake Energy (NYSE:CHK) shares halted amid reports of emending bankruptcy (SHOCKER...) https://www.oilandgas360.com/chesapeake-energy-shares-halted-by-nyse-amid-reports-of-chapter-11-bankruptcy-plans-chk/ Awesome CDEV Case study by our friends at Reserve Report: https://drive.google.com/drive/folders/18I-DFwfXPiiPyYYz7ywmk_R71XQ44usz Show finishes with touching on the levels for CL for the week, looking at DOE inventory levels and checking in with 360 official-non official fund. Show is brought to you by our friends at Adamantine Energy: www.energythinks.com Email the show: mtanner@enercominc.com

US oil producers have started announcing plans for putting shut wells back online. But just how sustainable are these plans at current prices and with the uncertain global demand outlook? And how are OPEC and its allies going to view this returning US shale production as they're deciding how long to keep their massive oil supply cuts in place? Jason Modglin, the new president of the Texas Alliance of Energy Producers, tells us how drillers in the top US oil-producing state are weighing the market uncertainties as they start to put wells back into service. Shin Kim, head of oil supply and production analytics for S&P Global Platts, predicts how high oil prices can go before OPEC starts to worry about stimulating US shale.

Bill Marko, managing director at Jefferies, says he sees permanent changes to the U.S. shale business resulting from the destruction to oil demand over the past several months. --- Support this podcast: https://anchor.fm/hartenergy/support

Oil's Comeback Uplifts US Shale, Complicates OPEC+ Task

The global oil demand shock is accelerating what was already coming to US shale, argues Adam Waterous, CEO of Waterous Energy Fund. Waterous argued in January on Capitol Crude that US unconventional production had peaked, and the industry's unstable financial footing set it up for massive capital flight and a prolonged downturn. Now Waterous predicts US shale output will sink by 3 million-4 million b/d from the peak of 13 million b/d if oil prices eventually return to $55/b. He thinks sustained higher prices of at least $70/b WTI will be required to bring investors back to the US shale sector and rebuild capacity that will be lost in the next 18-24 months. We also talked about what will differentiate the drillers that survive this crisis and the geopolitical consequences of a diminished US oil sector.

The global oil demand shock is accelerating what was already coming to US shale, argues Adam Waterous, CEO of Waterous Energy Fund. Waterous argued in January on Capitol Crude that US unconventional production had peaked, and the industry's unstable financial footing set it up for massive capital...

In this episode Peter chats with former diplomat and oil and gas industry analyst John Campbell.

Can US Shale Producers Innovate Themselves Out of Trouble?

Fresh off the end to proration discussions in Texas, CEO Matt Gallagher shares how Parsley Energy is responding to demand loss plus the Permian shale producer's focus on technology and ESG. Despite the decision by Texas energy regulators not to mandate oil production cuts, Parsley Energy CEO Matt Gallagher said he is still a believer in prorations and that quicker action might have helped to prevent the unprecedented collapse of WTI crude into negative territory last month. Parsley along with fellow Permian Basin producer, Pioneer Natural Resources Co., led the proration efforts in Texas through a proposal made in late March to state regulators to mandate 20% curtailments, or 1 million barrels. However, on May 5, Texas regulators dismissed the motion to consider proration by a 2-1 vote. “There is a cut and dry law in the books,” Gallagher said. “We wanted to bring awareness and we wanted visibility on if they were going to enact that law. We actually thought they should have, but, there were varying degrees of opinions going into that process.” The proposal by Parsley and Pioneer faced opposition including from some of the largest oil companies in Texas such as Exxon Mobil Corp., Chevron Corp. and Occidental Petroleum Corp., which had already taken steps to cut production ahead of any state action. “I think if it could have been done much quicker five weeks ago, you would have staved off negative oil pricing. But as the process took so long, it went into the sloppy conditions of each individual company making their own choices,” Gallagher said. Parsley Energy joined fellow oil and gas producers with its own decision to temporarily suspend all new drilling and completion operations in April as a result of the drop in oil prices. During this interview with Hart Energy's Jessica Morales and Emily Patsy, Gallagher also shared his take on adopting new technologies and the importance of continuing ESG initiatives plus what price range would oil need to reach for Parsley to restart activity. “We believe we can get active again in the $30 range and feel comfortable that there is a sufficient return trade-off where we can, over and above our cost of capital, generate healthy returns and generate growing free cash flow,” he said. “But that is at a static condition—we have to look at the macro conditions of what global storage levels are doing and what the shape of the curve is doing and what our production curtailments are doing. We want to get all wells back online, so, it will be a feathered process back in. Just on a spreadsheet, again, we could work in the $30 environment.” For more check out Matt Gallagher's Q&A with Oil and Gas Investor Editor-in-Chief Steve Toon. --- Support this podcast: https://anchor.fm/hartenergy/support

Yesterday was a historic day for crude……and the trend continues today. With crude oil going negative for the first time ever. That's right – May Crude Oil futures went to -$37/barrel. Essentially saying you would get paid $37 per barrel to own this Oil. This has left seasoned, new, and non-futures traders scratching their heads wondering how something like this could even happen. We turned to two of the top energy guys we know – Emil van Essen of Emil van Essen, LLC and Brent Belote of Cayler Capital, LLC to get some expert opinions on how and why something like this has happened, and what the future looks like after this. In today's episode we're covering oil storage, whether anyone's actually out there getting paid to own oil, very large tankers, whether brokers can even process negative prices, Russia vs Saudi Arabia vs US Shale, demand for oil, and will we ever get back to $100/barrel? Follow Brent Belote on LinkedIn and Twitter and check out Cayler Capital's website & fund tear sheet; and follow Emil van Essen on Twitter and LinkedIn And last but not least, don't forget to subscribe to The Derivative, and follow us on Twitter, LinkedIn, and Facebook, and sign-up for our blog digest. Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

With Oil prices at levels not seen in decades US Shale producers are under immense stress to slip into the abyss of reorganization and Bankruptcy... in this episode we explore why we should be short the Shale Companies even with the trump administration oversight --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

US onshore producers are likely to be among the hardest hit as the Saudi-Russia price war drags on and are already increasing their response to what has become a dire situation for the energy industry. Energy Intelligence’s US corporate team discusses what’s been done so far and what additional action could be taken, including potential production curtailments in Texas and the possibility of an Opec that includes North America.   Hosted by: Noah Brenner, Executive Editor, Houston, Deon Daugherty, Corporate Reporter, Houston and Luke Johnson, Corporate Reporter, Houston

The consequences of this will likely last years. In the midst of a price war, global oil demand is in a free fall. The spread of the coronavirus has left 3 billion people worldwide unable to get on a plane, drive to work or go anywhere, really, at all. In response, global oil demand is plummeting. The International Energy Agency says as much as 20 million b/d of oil demand may be lost this year. On today's Capitol Crude podcast, Sarah Ladislaw, senior vice president and director and senior fellow of the Center for Strategic & International Studies' energy security and climate change program, answers a few questions about where the US oil sector is headed. What is the Trump administration doing to bail out the struggling shale industry? They say they're pressing the Saudis to work to stabilize the market, but how serious is that effort? And with Texas regulators contemplating oil alliances with Saudi Arabia, has the US oil industry entered a new, unpredictable chapter?

The consequences of this will likely last years. In the midst of a price war, global oil demand is in a free fall. The spread of the coronavirus has left 3 billion people worldwide unable to get on a plane, drive to work or go anywhere, really, at all. In response, global oil demand is plummeting....

As oil prices dipped to levels not seen in nearly two decades, US shale operators slashed budgets and rig counts and braced for a hellish few months, if not years. Is even a modest price rebound possible in the near term? Will Saudi Arabia and Russia return to talks over a new supply cut? Has the price collapse forever altered US oil sanctions policy? On today's Capitol Crude Helima Croft, managing director and global head of commodity strategy at RBC Capital Markets, talks about the path forward for US shale, the potential for a US import embargo and why resurrection of a global supply cut may be possible. "The question is: Did the Russians know that they were signing up for the current price environment?" Croft asks.

As oil prices dipped to levels not seen in nearly two decades, US shale operators slashed budgets and rig counts and braced for a hellish few months, if not years. Is even a modest price rebound possible in the near term? Will Saudi Arabia and Russia return to talks over a new supply cut? Has the...

Have Russia and Saudi Aramco ruined everything for oil and gas? This week, we investigate the problems of the oil price war and the geopolitical questions surrounding the global oil industry.Russia Says It Is Ready to Weather the Coronavirus Stormhttps://www.wsj.com/livecoverage/coronavirus/card/EsYOOaU3UYHS6KQVDJYY'Oil price war,' coronavirus could drive gas prices below $2 gallonhttps://www.usatoday.com/story/money/2020/03/09/gas-prices-oil-prices-coronavirus-crude-oil-petroleum-opec/4998630002/Oil crashes by most since 1991 as Saudi Arabia launches price warhttps://www.cnn.com/2020/03/08/investing/oil-prices-crash-opec-russia-saudi-arabia/index.htmlHow Putin spurned the Saudis to start a war on America’s shale oil industryhttps://www.latimes.com/business/story/2020-03-08/oil-price-warSix Thoughts on the Collapse of the Oil Markethttps://www.bloomberg.com/opinion/articles/2020-03-09/oil-collapse-6-ways-saudi-arabia-s-move-will-hit-global-markets- Is this a conspiracy between Russia and Saudi Arabia to take out US shale in retaliation for US sanctions on Nord Stream 2 pipeline? No conspiracy.- Is a desire To get back at the Americans even a factor in Russia’s decision?- Shale is collateral damage.- Russia now in the driver’s seat of the Saudi-Russia relationship, not Saudi Arabia.- Drilling party!- March 18 JTC meeting is NOT binding- Remember that there are more barrels off the market from Libyan that Russia + Saudi Arabia want to put back on the market in April- Not the end of the US shale industry but if this goes on long enough will there be a fundamental shift in the natural of US shale oil industry?

Oil prices have posted their biggest drop in almost three decades towards $30/bl on expectations that an Opec-induced supply surge will exacerbate a global surplus, as demand growth collapses beyond Asia with the spread of the coronavirus to most major economies. The unravelling of co-operation between Opec and Russia to restrain oil output also throws the US shale sector and other non-conventional oil basins into their deepest crisis since at least 2015, as plummeting crude prices jeopardise higher cost projects from Canada to Brazil.

Have Russia and Saudi Aramco ruined everything for oil and gas? This week, we investigate the problems of the oil price war and the geopolitical questions surrounding the global oil industry.Russia Says It Is Ready to Weather the Coronavirus Stormhttps://www.wsj.com/livecoverage/coronavirus/card/EsYOOaU3UYHS6KQVDJYY'Oil price war,' coronavirus could drive gas prices below $2 gallonhttps://www.usatoday.com/story/money/2020/03/09/gas-prices-oil-prices-coronavirus-crude-oil-petroleum-opec/4998630002/Oil crashes by most since 1991 as Saudi Arabia launches price warhttps://www.cnn.com/2020/03/08/investing/oil-prices-crash-opec-russia-saudi-arabia/index.htmlHow Putin spurned the Saudis to start a war on America’s shale oil industryhttps://www.latimes.com/business/story/2020-03-08/oil-price-warSix Thoughts on the Collapse of the Oil Markethttps://www.bloomberg.com/opinion/articles/2020-03-09/oil-collapse-6-ways-saudi-arabia-s-move-will-hit-global-markets- Is this a conspiracy between Russia and Saudi Arabia to take out US shale in retaliation for US sanctions on Nord Stream 2 pipeline? No conspiracy.- Is a desire To get back at the Americans even a factor in Russia’s decision?- Shale is collateral damage.- Russia now in the driver’s seat of the Saudi-Russia relationship, not Saudi Arabia.- Drilling party!- March 18 JTC meeting is NOT binding- Remember that there are more barrels off the market from Libyan that Russia + Saudi Arabia want to put back on the market in April- Not the end of the US shale industry but if this goes on long enough will there be a fundamental shift in the natural of US shale oil industry?

Show Notes: 0:00 – 04:30: OPEC, Supply & Demand, Russia 04:30 – 08:00: US Shale, Equity & Debt, Crisis of Balance Sheets, Crisis of Low Commodity Prices 08:00 – 13:30: Coronavirus, Economic Impacts 13:30 – 17:30: OXY, Cramer, Coronavirus, revisited

Edition for February 11, 2020: Infrastructure Networks CEO Mark Slaughter says the company's technology at the wellpad will help cut costs and reduce breakevens for U.S. shale producers. Jessica Morales hosts. For more in-depth articles like this please visit: HartEnergy.com --- Support this podcast: https://anchor.fm/hartenergy/support

US oil producers seem to be at an inflection point, where efficiency gains are waning, output growth is slowing and capital is drying up, Antoine Halff tells Platts Capitol Crude. On this week's episode, Halff talks rig counts, well completions and flaring, the likely impact of deeper OPEC cuts, and he forecasts the path forward for US oil output. Halff also talks about why lagging government data may be selling a false narrative that the US is a swing producer and details his working theory on why OPEC needs volatile oil prices. Halff, the founder of Kayrros, a data analytics firm, was previously chief oil analyst at the International Energy Agency and lead industry economist at the US Energy Information Administration.

US oil producers seem to be at an inflection point, where efficiency gains are waning, output growth is slowing and capital is drying up, Antoine Halff tells Platts Capitol Crude. On this week’s episode, Halff talks rig counts, well completions and flaring, the likely impact of deeper OPEC...

This week, Ryan is OUT! And we spend the entire show talking with David Blackmon. David talks to us about the current state of the shale industry in the light of the oil and gas industry historically, the state of natural gas, and saltwater disposal in the Permian. We also touch on the Saudi Aramco IPO as the Saudis compete with US Shale to keep up their stock price.Connect with David on LinkedIn - https://www.linkedin.com/in/blackmon-david-2325189/SHALE Magazine - https://shalemag.com/Find David's latest piece on Forbes - https://www.forbes.com/sites/davidblackmon/#16e845d64b04Get Nate wet:https://www.linkedin.com/feed/update/urn:li:activity:6593170169638502401(But don't, actually -- get all of your friends to review the show and get Ryan and Josh wet, too.)Help get Carl Icahn on the Texas Oil and Gas Podcast! - https://www.linkedin.com/posts/ryanraysr_texas-oil-and-gas-podcast-on-apple-podcasts-activity-6566108936435486720-2t0tConnect with Josh on LinkedIn - https://www.linkedin.com/in/josh-shelton-55925288/Connect with Ryan on LinkedIn - https://www.linkedin.com/in/ryanraysr/The Texas Oil and Gas Podcast on LinkedIn - https://www.linkedin.com/company/35588693/admin/We're looking for a new sponsor! Get in touch with us TODAY for a proposal - nate.hansen@gor2.comLeave a 5 star rating and review! - http://apple.co/2mkM3ASContact the show via text or voicemail - 318-599-9192Visit our website - http://www.texasoilandgaspodcast.com/Connect with Ryan - http://bit.ly/2lLX1uhConnect with Josh - http://bit.ly/2W90MgrBuy Ryan's book - https://amzn.to/2CBOtAoGet an interview on the Oil and Gas Contractor's Connect Podcast! - nate.hansen@gor2.comThis week's articles:https://www.bloomberg.com/news/articles/2019-11-14/billionaires-circle-distressed-assets-in-u-s-oil-and-gas-patchhttps://www.chron.com/business/energy/article/Big-Oil-majors-looking-to-sell-27-billion-in-14842981.phphttps://www.currentargus.com/story/news/local/2019/11/07/oil-and-gas-waste-water-companies-merge-amid-permian-basin-boom/2508789001/https://www.currentargus.com/story/news/local/2019/11/14/oxy-closes-deal-colombian-oil-and-gas-company-permian-production/4177961002/https://www.houstonchronicle.com/business/economy/article/Texas-unemployment-sits-at-historic-low-Houston-14838317.php#https://www.mrt.com/business/oil/article/Oryx-Midstream-buying-Targa-s-Permian-assets-14836141.phphttps://www.worldoil.com/news/2019/11/14/oxy-looks-to-sell-as-much-as-15-billion-in-assets-by-mid-2020

This week, Ryan is OUT! And we spend the entire show talking with David Blackmon. David talks to us about the current state of the shale industry in the light of the oil and gas industry historically, the state of natural gas, and saltwater disposal in the Permian. We also touch on the Saudi Aramco IPO as the Saudis compete with US Shale to keep up their stock price.Connect with David on LinkedIn - https://www.linkedin.com/in/blackmon-david-2325189/SHALE Magazine - https://shalemag.com/Find David's latest piece on Forbes - https://www.forbes.com/sites/davidblackmon/#16e845d64b04Get Nate wet:https://www.linkedin.com/feed/update/urn:li:activity:6593170169638502401(But don't, actually -- get all of your friends to review the show and get Ryan and Josh wet, too.)Help get Carl Icahn on the Texas Oil and Gas Podcast! - https://www.linkedin.com/posts/ryanraysr_texas-oil-and-gas-podcast-on-apple-podcasts-activity-6566108936435486720-2t0tConnect with Josh on LinkedIn - https://www.linkedin.com/in/josh-shelton-55925288/Connect with Ryan on LinkedIn - https://www.linkedin.com/in/ryanraysr/The Texas Oil and Gas Podcast on LinkedIn - https://www.linkedin.com/company/35588693/admin/We're looking for a new sponsor! Get in touch with us TODAY for a proposal - nate.hansen@gor2.comLeave a 5 star rating and review! - http://apple.co/2mkM3ASContact the show via text or voicemail - 318-599-9192Visit our website - http://www.texasoilandgaspodcast.com/Connect with Ryan - http://bit.ly/2lLX1uhConnect with Josh - http://bit.ly/2W90MgrBuy Ryan's book - https://amzn.to/2CBOtAoGet an interview on the Oil and Gas Contractor's Connect Podcast! - nate.hansen@gor2.comThis week's articles:https://www.bloomberg.com/news/articles/2019-11-14/billionaires-circle-distressed-assets-in-u-s-oil-and-gas-patchhttps://www.chron.com/business/energy/article/Big-Oil-majors-looking-to-sell-27-billion-in-14842981.phphttps://www.currentargus.com/story/news/local/2019/11/07/oil-and-gas-waste-water-companies-merge-amid-permian-basin-boom/2508789001/https://www.currentargus.com/story/news/local/2019/11/14/oxy-closes-deal-colombian-oil-and-gas-company-permian-production/4177961002/https://www.houstonchronicle.com/business/economy/article/Texas-unemployment-sits-at-historic-low-Houston-14838317.php#https://www.mrt.com/business/oil/article/Oryx-Midstream-buying-Targa-s-Permian-assets-14836141.phphttps://www.worldoil.com/news/2019/11/14/oxy-looks-to-sell-as-much-as-15-billion-in-assets-by-mid-2020

In this Episode of Oil & Gas This Week: 2020 Dems vowing to kill oil & gas, Big Oil Circles Permian Richer, Wall Street Gears up for more for more Oil & Gas Bankruptcies, US Shale Firms Cut Budgets, Staff As Oil Price Outlook Dims, Schlumberger CEO outlines new vision for company, Alliances Drive Upstream Digital Deployment, Sourcewater, Inc. Announces $7.2 Million Series A Funding, Dallas Cowboys owner Jerry Jones: Natural gas investment helped pay for Ezekiel Elliott, and more industry news. Have a question? Click here to ask.   Stories: 2020 Dems vowing to kill oil & gas Big Oil Circles Permian Richer Wall Street Gears up for more for more Oil & Gas Bankruptcies US Shale Firms Cut Budgets Staff As Oil Price Outlook Dims Schlumberger CEO outlines new vision for company Alliances Drive Upstream Digital Deployment, Sourcewater Inc. Announces $7.2 Million Series A Funding Dallas Cowboys owner Jerry Jones: Natural gas investment helped pay for Ezekiel Elliot Weekly Rig Count As of 09/14/2019 - The American Rig count is 920 active rigs. IBM Giveaway Enter to Win Here! Sign-up for your chance to win a T-shirt with a unique serial number. This means each shirt is different making it an awesome collector's item! Plus it comes inside an official OGGN insulated tumbler. At the end of the year we will have a drawing to win our grand prize! This will be a pool of all of the serial numbers on the t-shirts! The grand prize will be announced a bit later in the year! Travel Sponsor BCD Travel – We simplify the conversation around managed business travel, showing you how to combine capabilities and services to deliver or improve on your program goals. Review your current program or design what it might look like in the future. Focus on a single area or make plans across the entire program. Wherever you are today, there's a solution to help you get where you want to go tomorrow. Get started. Quarterly Happy Hour OGGN is always accepting Happy Hour sponsors.  If you would like to get your company in front of our large young,

  In this Episode of Oil & Gas This Week: 2020 Dems vowing to kill oil & gas, Big Oil Circles Permian Richer, Wall Street Gears up for more for more Oil & Gas Bankruptcies, US Shale Firms Cut Budgets, Staff As Oil Price Outlook Dims, Schlumberger CEO outlines new vision for company, Alliances Drive […] The post 2020 Dems vowing to kill oil & gas | Big Oil Circles Permian Riches | Wall Street Gears up for more Oil & Gas Bankruptcies | US Shale Firms Cut Budgets, Staff As Oil Price Outlook Dims | Schlumberger CEO outlines new vision for company | Alliances Drive Upstream Digital Deployment | Sourcewater, Inc. Announces $7.2 Million Series A Funding | Dallas Cowboys owner Jerry Jones: Natural gas investment helped pay for Ezekiel Elliott – OGTW183 appeared first on Oil and Gas This Week Podcast.

How can we build a sustainable future without fossil fuels? In 4 episodes we to take a closer look at the energy market covering everything from the US Shale boom, renewables, the importance of the Strait of Hormuz for energy security and what a rising China means for the energy market and much more! In this part 3 of the energy series, we talk about the rising China and how the countries increased energy demands affects the global energy markets as well as the general growth in energy consumption and the associated emissions in Asia Pacific region. In the next episode, part 4 of the energy series, we take an indepth look at growing litium market as well as renewables with the challenges and oppurtunities it entails. As always, feel free to keep the conversation going here on Evolution Show in the comments below and consider subscribing to see the episodes as soon as they come out. More about Mikael Höök: Head of Global Energy Systems at Uppsala University: http://katalog.uu.se/profile/?id=N5-943 BP Statistical Review of World Energy 2019: https://www.bp.com/en/global/corporat... Special thanks to Hannes Anagrius who helped with the recording this episode! The team behind the Evolution Show: Producer and host: Johan Landgren Studio technician: Gustav Andersson Music for animation: Alexander Sparf - roding.bandcamp.com

How can we build a sustainable future without fossil fuels? In 4 episodes we to take a closer look at the energy market together with energy expert Mikael Höök, covering everything from the US Shale boom, renewables, the importance of the Strait of Hormuz for energy security and what a rising China means for the energy market and much more! In this part 4 of the energy series, we talk about growing demand for lithium, what challenges lies ahead and the global trends for renewables in general. As always, feel free to keep the conversation going here on Evolution Show in the comments below and consider subscribing to see the episodes as soon as they come out. More about Mikael Höök: Head of Global Energy Systems at Uppsala University here. Special thanks to Hannes Anagrius who helped with the recording this episode! The team behind the Evolution Show: Producer and host: Johan Landgren Studio technician: Gustav Andersson Music for animation: Alexander Sparf - roding.bandcamp.com

This is the podcast version of the Evolution Show. To watch the video with slides, pictures etc see the video here! How can we build a sustainable future without fossil fuels? In 4 episodes we to take a closer look at the energy market covering everything from the US Shale boom, renewables, the importance of the Strait of Hormuz for energy security and what a rising China means for the energy market and much more! In this part 2 of the energy series, we talk about the importance of the Strait of Hormuz and Iran´s growing role inte the global energy market. We dig into the latest numbers of natural gas and oil exports and talk about the future. In the next episode, part 3 of the energy series, we take an indepth look at the rising China and what it means for the energy market as well as the growing energy needs of South East Asia and it´s effects on green house gas emissions. As always, feel free to keep the conversation going here on Evolution Show in the comments below and consider subscribing to see the episodes as soon as they come out. More about Mikael Höök: Head of Global Energy Systems at Uppsala University: http://katalog.uu.se/profile/?id=N5-943 BP Statistical Review of World Energy 2019: https://www.bp.com/en/global/corporat... Special thanks to Hannes Anagrius who helped with the recording this episode! The team behind the Evolution Show: Producer and host: Johan Landgren Studio technician: Gustav Andersson Music for animation: Alexander Sparf - roding.bandcamp.com

This is the podcast version of the Evolution Show #10, part 1. To see graphs etc see the video here. How can we build a sustainable future without fossil fuels? I In this and the next 3 episodes I talk to one of Sweden´s leading energy experts, Mikael Höök to take a closer look at the energy market covering everything from the US Shale boom, renewables, the importance of the Strait of Hormuz for energy security and what a rising China means for the energy market and much more! And in this episode we focus on the oil market and the US Shale Boom. In the next episode we cover the hot topic of the Strait of Hormuz and Iran's role in the energy market. As always, feel free to keep the conversation going here on Evolution Show in the comments below and consider subscribing to see/listen to the episodes as soon as they come out. More about Mikael Höök, Head of Global Energy Systems at Uppsala University. Link to BP Statistical Review of World Energy 2019: Special thanks to Hannes Anagrius who helped with the recording this episode! The team behind the Evolution Show: Producer and host: Johan Landgren Studio technician: Gustav Andersson Music for animation: Alexander Sparf - roding.bandcamp.com

We're looking for a new sponsor! Get in touch with us TODAY for a proposal - nate.hansen@gor2.comSubscribe to Oil and Gas Contractor's Connect - https://wavve.link/og-contractors-connectLeave a 5 star rating and review! - http://apple.co/2mkM3ASContact the show via text or voicemail - 318-599-9192Visit our website - http://www.texasoilandgaspodcast.com/Connect with Ryan - http://bit.ly/2lLX1uhConnect with Josh - http://bit.ly/2W90MgrBuy Ryan's book - https://amzn.to/2CBOtAoGet an interview on the Oil and Gas Contractor's Connect Podcast! - nate.hansen@gor2.com

We're looking for a new sponsor! Get in touch with us TODAY for a proposal - nate.hansen@gor2.comSubscribe to Oil and Gas Contractor's Connect - https://wavve.link/og-contractors-connectLeave a 5 star rating and review! - http://apple.co/2mkM3ASContact the show via text or voicemail - 318-599-9192Visit our website - http://www.texasoilandgaspodcast.com/Connect with Ryan - http://bit.ly/2lLX1uhConnect with Josh - http://bit.ly/2W90MgrBuy Ryan's book - https://amzn.to/2CBOtAoGet an interview on the Oil and Gas Contractor's Connect Podcast! - nate.hansen@gor2.com

OPEC, Russia and other producing partners agreed to extend their 1.2 million b/d supply cut agreement for another nine months as Saudi energy minister Khalid al-Falih outlined OPEC’s new role as a reactionary force to US shale growth. On today’s Platts Capitol Crude podcast, Herman...

This week's LIVE webinar (12:30pm AEST, Thursday 20th June) - we dive into our take on the current state of the global liquid dinosaur trade.Key short term fundamentals reflection on recent price volatilityWill the resurgence in US Shale force an OPEC+ extension?How do these short term measures play into our longer forecasts?Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we drill into some of the key macro drivers for global oil.Slides can be found here.Seminar info can be found here.Nucleus Wealth is a Melbourne based investment house that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to nucleuswealth.comThe information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd, AFSL 436298.

Libya is feeling VERY optimistic about its future oil production:https://english.alarabiya.net/en/business/2019/01/07/Libya-plans-to-more-than-double-oil-output-to-2-1-million-bpd.htmlLibya wants to expand its oil production beyond its pre-civil war levelsChina cuts refinery quotas in 2019https://www.reuters.com/article/us-china-oil/china-cuts-refiners-oil-import-quotas-with-first-2019-allowances-idUSKCN1OW0NNWhat's going on with China's demand? First half of 2019 demand is defiantly going to be down in the first half of 2019, but new petrochemical facilities and larger quotas could mean that oil demand from China might show a huge jump in the second half of 2019. Shale oil wells aren’t producing as much as forecasthttps://www.wsj.com/articles/frackings-secret-problemoil-wells-arent-producing-as-much-as-forecast-11546450162Everyone missed the mark on forecasts. Is this a great problem for some companies more than others? The system is primed for these kind of inaccuracies. Should these companies make projections? ExxonMobil doesn't make projections, maybe none of these companies should make them.Iran Sanctions and Bank of Kunlun in Chinahttps://www.bourseandbazaar.com/articles/2019/1/2/policy-change-at-chinas-bank-of-kunlun-cuts-sanctions-lifeline-for-iranian-industryBank of Kunlun was very important in subverting sanctions the last time around but now will not subvert U.S. sanctions. This is significant because it does seem that the U.S. sanctions are being adhered to. Preliminary export numbers from TankerTrankers.com also show this.

Libya is feeling VERY optimistic about its future oil production:https://english.alarabiya.net/en/business/2019/01/07/Libya-plans-to-more-than-double-oil-output-to-2-1-million-bpd.htmlLibya wants to expand its oil production beyond its pre-civil war levelsChina cuts refinery quotas in 2019https://www.reuters.com/article/us-china-oil/china-cuts-refiners-oil-import-quotas-with-first-2019-allowances-idUSKCN1OW0NNWhat's going on with China's demand? First half of 2019 demand is defiantly going to be down in the first half of 2019, but new petrochemical facilities and larger quotas could mean that oil demand from China might show a huge jump in the second half of 2019. Shale oil wells aren’t producing as much as forecasthttps://www.wsj.com/articles/frackings-secret-problemoil-wells-arent-producing-as-much-as-forecast-11546450162Everyone missed the mark on forecasts. Is this a great problem for some companies more than others? The system is primed for these kind of inaccuracies. Should these companies make projections? ExxonMobil doesn't make projections, maybe none of these companies should make them.Iran Sanctions and Bank of Kunlun in Chinahttps://www.bourseandbazaar.com/articles/2019/1/2/policy-change-at-chinas-bank-of-kunlun-cuts-sanctions-lifeline-for-iranian-industryBank of Kunlun was very important in subverting sanctions the last time around but now will not subvert U.S. sanctions. This is significant because it does seem that the U.S. sanctions are being adhered to. Preliminary export numbers from TankerTrankers.com also show this.

Abdulrahman S. Al-Fageeh, SABIC Executive Vice President - Petrochemicals, joins S&P Global Platts Editor Frank Zeng in this episode of the Platts Commodities Spotlight podcast, recorded at the ChinaPlas Conference 2018, to talk about company updates, the implications of the trade tension between...

For show notes: https://globalenergymedia.com/energy-week-episode-17

For show notes: https://globalenergymedia.com/energy-week-episode-17

On this week's Capitol Crude podcast we interview Ellen Wald author of the new book 'Saudi, Inc.: The Arabian Kingdom’s Pursuit of Profit and Power.' Wald talks about Saudi Arabia’s modest beginnings in the global oil market, the US role in developing Saudi's oil resources and the...

US oil refiners consider this year to be their best shot in a decade at reforming the Renewable Fuel Standard, and they are holding up a Philadelphia refinery as a poster child of what is wrong with the biofuel mandate.Two sides of the RFS reform debate go head-to-head in this week's Platts Capitol...

The Trump administration is considering sanctions on Venezuelan oil exports, but is worried they could bankrupt a refinery along the US Gulf Coast, a top energy adviser to President Donald Trump tells Platts Capitol Crude.On this week’s podcast, George David Banks, who stepped down as White...

It was chaos in the White House when George David Banks arrived at the White House, he tells Platts Capitol Crude. Banks, who stepped down as White House Special Assistant at the National Economic Council and National Security Council last week, talks Trump’s domestic energy policy, including...

US oil output is already shattering records and, fueled by dramatic growth in the Permian, is expected to exceed 11 million b/d by late this year. But hurdles, from pipeline and port constraints to refining differences, remain, Kenneth Medlock tells the Platts Capitol Crude podcast this week....

US oil output has exceeded 10 million b/d for the first time since 1970. What does this mean for diplomacy, sanctions and trade policy? Where is the US production ceiling now?On this week’s Platts Capitol Crude podcast, Sarah Ladislaw, director of the energy and national security program at...

Art Berman: Arthur E. Berman is a petroleum geologist with 36 years of oil and gas industry experience. He is an expert on U.S. shale plays and is currently consulting for several E&P companies and capital groups in the energy sector. During the past year, he made more than 25 keynote addresses for energy conferences, boards of directors and professional societies. Berman has published more than 100 articles on oil and gas plays and trends. He has been interviewed about oil and gas topics on CBS, CNBC, CNN, CBC, Platt’s Energy Week, BNN, Bloomberg, Platt’s, The Financial Times, The Wall Street Journal, Rolling Stone and The New York Times. Berman is an associate editor of the American Association of Petroleum Geologists Bulletin, and was a managing editor and frequent contributor to theoildrum.com. He is a Director of the Association for the Study of Peak Oil, and has served on the boards of directors of The Houston Geological Society and The Society of Independent Professional Earth Scientists. He worked 20 years for Amoco (now BP) and 16 years as consulting geologist. He has an M.S. (Geology) from the Colorado School of Mines and a B.A. (History) from Amherst College.You can connect with Art here -> http://www.artberman.comFor the full show notes visit - https://globalenergymedia.com/energy-week-episode-9

Art Berman: Arthur E. Berman is a petroleum geologist with 36 years of oil and gas industry experience. He is an expert on U.S. shale plays and is currently consulting for several E&P companies and capital groups in the energy sector. During the past year, he made more than 25 keynote addresses for energy conferences, boards of directors and professional societies. Berman has published more than 100 articles on oil and gas plays and trends. He has been interviewed about oil and gas topics on CBS, CNBC, CNN, CBC, Platt’s Energy Week, BNN, Bloomberg, Platt’s, The Financial Times, The Wall Street Journal, Rolling Stone and The New York Times. Berman is an associate editor of the American Association of Petroleum Geologists Bulletin, and was a managing editor and frequent contributor to theoildrum.com. He is a Director of the Association for the Study of Peak Oil, and has served on the boards of directors of The Houston Geological Society and The Society of Independent Professional Earth Scientists. He worked 20 years for Amoco (now BP) and 16 years as consulting geologist. He has an M.S. (Geology) from the Colorado School of Mines and a B.A. (History) from Amherst College.You can connect with Art here -> http://www.artberman.comFor the full show notes visit - https://globalenergymedia.com/energy-week-episode-9

Ruaraidh Montgomery is joined by Roy Martin to discuss the key themes from our recently published insight on US shale gas producers.

We know US oil drillers can react quicker these days to rising prices and put new production online. But for the first time, a study has quantified US shale drillers' price responsiveness.Richard Newell, the study's lead author and former chief of the Energy Information Administration, spoke with...

Investment cycles can give clues about future oil market shifts, and recent slow investments are pointing toward a global crude shortage and price upticks, Jonathan Chanis tells senior oil editors Brian Scheid and Meghan Gordon.Chanis is senior vice president for policy at Securing America’s...

In this Episode of Oil & Gas This Week – More tech talk as the industry continues to rely more on tech innovation, ExxonMobil doubles profits but still falls short of expectations, Chevron posts some massive earnings this quarter, US Shale is beginning to slash capex as oil prices continue to stay low, Europes biggest refinery shut down after massive fire, GOP senators express support for new Outercontinental Shelf Program. Have a question? Click here to ask. Show Notes & Links: 2017 on the road sponsors: Totaland  The World’s Most Advanced Field Land Management System The Landman’s Virtual Office https://www.totaland.com Lee Hecht Harrison As global experts in talent management, LHH is currently helping 75% of the Fortune 500 Oil & Gas companies simplify the complexity of leadership and workforce transformation.  http://www.lhh.com API-YP Events  Stories: XTO President Credits Technology For Success  Oil and Gas Innovation Goes Well Beyond Fracking Oilfield Rush to High-Tech Helps Smaller Companies Thrive Exxon Mobil shares drop 2% as profits double, but still fall short of Street expectations  Chevron posts $1.5 billion in second-quarter earnings, higher cash flow U.S. Shale Slashes Capex As Low Oil Prices Bite Europe's Biggest Oil Refinery Shut Down After Fire GOP senators express support for new OCS management program  Weekly Rig Count As of 7/28/2017 – The American Rig count is 1019 active rigs. Redwing Has A Winner! Bernie Lavelle, Construction Manager at AMEC, you’re this week’s winner! Congrats! CLICK HERE TO ENTER FOR YOUR CHANCE TO WIN! Get Mark’s Monthly Events Email Get Automatically Notified About Oil & Gas Events Once a Month Connect with Us OGGN LinkedIn Group OGGN Facebook Group Join API-YP Jake Corley    | Facebook | LinkedIn | Email Mark LaCour | Facebook | Twitter | LinkedIn |

  In this Episode of Oil & Gas This Week – More tech talk as the industry continues to rely more on tech innovation, ExxonMobil doubles profits but still falls short of expectations, Chevron posts some massive earnings this quarter, US Shale is beginning to slash capex as oil prices continue to stay low, Europes biggest […] The post Oilfield Looks to Tech | ExxonMobil Falls Shorts | Chevron Posts Profits | Shale Slashes Capex – OGTW120 appeared first on Oil and Gas This Week Podcast.

In this Episode of Oil & Gas This Week – We talk about OPEC’s lack of confidence in US Shale. Trump Administration considering allowing Offshore seismic in the Atlantic for the first time in 3 decades. US Shale spending is booming. Operators are paying a premium to be in the Permian with rising service costs. Multiple multi-billion dollar mergers in midstream and downstream. Have a question? Click here to ask. Show Notes & Links: 2017 on the road sponsors: Totaland  The World’s Most Advanced Field Land Management System The Landman’s Virtual Office https://www.totaland.com Lee Hecht Harrison As global experts in talent management, LHH is currently helping 75% of the Fortune 500 Oil & Gas companies simplify the complexity of leadership and workforce transformation.  http://www.lhh.com API-YP Events  Stories: OPEC Confident in US Shales Lack of Longevity US Shale is Immune To An Oil Price Crash in 2017 Trump Admin to Consider Offshore Oil & Gas Testing in the Atlantic Shale Drillers Challenging OPEC with $84b Spending Spree Lawmakers Divided on Oil and Gas Tax Increase Service Costs Expected to the Rise in the Permian New Permian Pipelines to Accommodate Growth Exa Brings New Tech to Oil & Gas Energy Transfer Partners & Sunoco Logistics Merger Dow & Dupont Merge Venezuela’s Oil Production on the Brink of Collapse Billions in Oil Investments at Stake in Iranian Elections China Successfully Mined Fire Ice from the Sea Weekly Rig Count As of 5/24/2017 – The American Rig count is 993 active rigs. Redwing Has A Winner! Sylvan Gallawa, 3rd Engineer at Transocean, you’re this week’s winner! Congrats! CLICK HERE TO ENTER FOR YOUR CHANCE TO WIN! Get Mark’s Monthly Events Email

  In this Episode of Oil & Gas This Week – We talk about OPEC’s lack of confidence in US Shale. Trump Administration considering allowing Offshore seismic in the Atlantic for the first time in 3 decades. US Shale spending is booming. Operators are paying a premium to be in the Permian with rising service costs. Multiple multi-billion […] The post US Shale is Booming | OPEC Worried? | Multi-Billion Dollar Mergers -OGTW113 appeared first on Oil and Gas This Week Podcast.

In this Episode of Oil & Gas This Week – Operators vs. Service Companies. Will E&P’s pass along profits and stop squeezing service companies? Is tech taking too much credit for E&P optimization? OPEC might be in trouble as they are becoming increasingly weary of “free riders”. Is there a way we can enforce production discipline here in the US? Laid off workers & hiring managers are simply not on the same page and more! Thanks for tuning in! Have a question? Click here to ask. Show Notes & Links: 2017 on the road sponsor Lee Hecht Harrison http://www.lhh.com As global experts in talent management, LHH is currently helping 75% of the Fortune 500 Oil & Gas companies simplify the complexity of leadership and workforce transformation. Geoconvention May 15-19 Calgary, Canada OGTW listener special – Exhibitors standard 10×10 space on the floor for a reduced rate of $1,600 (normal price is $1,800). For more information email Dustin – dustin@geoconvention.com API-YP Events Stories: Are Operators to Face-Off with Oilfield Service Companies? Tech Miracle in US Shale is a Media Myth OPEC in Trouble As Saudi’s Becoming Weary of ‘Free Riders’ No Way to Enforce Production Discipline On the US Oil & Gas Industry Why Are Oil Markets Ignoring All These Bullish Signs? Laid off workers and hiring managers not on the same page? RRC Struggle to Police Conflicts of Interest Claim: As Trump targets energy rules, oil companies downplay their impact Submerged Platforms to Revolutionize Offshore Oil  & Gas Weekly Rig Count As of 3/26/2017 – The American Rig count is +20 for the week at a total of 809 active rigs. Redwing Has A Winner! Cory Hledik , Owner of Proficient Land Services & Kelli Lieber, Well Planner at Prototype Well Planning, you’re both this week’s winner! Congratulations & please send us a picture when it arrives! CLICK HERE TO ENTER FOR YOUR CHANCE TO WIN! Get Mark’s Monthly Events Email Get Automatically Notified About Oil & Gas Events Once a Month

Capitol Crude looks at whether the landmark crude oil supply cut agreement between OPEC and non-OPEC producers may be undermined by growth of US shale oil supply.Spencer Dale, BP’s group chief economist, and Lynn Helms, North Dakota’s top oil and gas regulator, talk to senior oil...

Thanks for tuning into another Episode of Oil & Gas This Week. This week we brag about some of the best employers in the industry and the oil & gas job market outlook for 2017. US Shale is looking to get a $58b cash injection over the course of the next year. Shell will be creating more jobs in Pennsylvania with its new multibillion-dollar Ethane Cracker Plant. Does the math of the OPEC deal really add up? And lastly, we talk about a potential conflict of interest with the new Trump administration. Have a question? Click here to ask. Show Notes & Links: Mid-Continent Digital Oilfield Conference (MCDOC) Jan 25-26, Tulsa, OK http://digitaloilconference.com Trip made possible by: Oklahoma Energy Resources Board Their mission —  to use the strength of Oklahoma's greatest industry to improve the lives of all Oklahomans through education and restoration. http://www.oerb.com SOER Sustaining Oklahoma's Energy Resources http://soerok.com Geoconvention May 15-19 Calgary, Canada OGTW listener special – Exhibitors standard 10×10 space on the floor for a reduced rate of $1,600 (normal price is $1,800). For more information email Dustin – dustin@geoconvention.com  Stories: Indeed’s Top 5 Places to Work in Oil & Gas Will US Shale Soon be Getting a $50B Cash Injection? Oil & Gas Job Outlook for 2017 Shell Moves Forward with New Ethane Cracker Plant Does the Math Add Up for the OPEC Deal? Potential Conflict of Interest for Trump? Join API-YP Weekly Rig Count As of 1/9/2016 – The American Rig count is +5 for the week at a total of 658 active rigs. Redwing Has A Winner! Dalton DeWinne, Roustabout with CrownQuest, you’re this week’s winner! Congratulations & please send us a picture when it arrives! CLICK HERE TO ENTER FOR YOUR CHANCE TO WIN! Get Mark’s Monthly Events Email Get Automatically Notified About Oil & Gas Events Once a Month Connect with Us Jake Corley    | Facebook | LinkedIn | Email Mark LaCour | Facebook | Twitter |

Many are watching US oil producers after the deal between OPEC and non-OPEC producers and Donald Trump's election, and John Hess, CEO of Hess Corporation, shares his thoughts about the future of US shale.Hess talks with senior oil editors Meghan Gordon and Brian Scheid about how quickly American...

Taking their cues from Conan O’Brien, Platts senior editors Brian Scheid and Herman Wang take Capitol Crude into the future – all the way to the year 2020, with predictions about Taylor Swift, 3-D printers, and a potential global oil supply shortage.Analysts and market watchers have...

BP avoids acquisition, oil and gas opponents don't like heating their homes, and the US shale boom is NOT over. CLICK HERE TO LISTEN NOW Congrats to the First Two Red Wing Helicopter Bag Winners! Congratulations to Patrick Pistor, Quality Health Safety and Environmental Engineer at Seadrill, and Alexander Uteshev, Analyst at JPMorgan Chase & Co. Y'all are the first two winners of the killer Red Wing bag I'm stealing from Mark :) Your SWAG is on the way, gentlemen! Click here to register for a chance to win yours! Subscribe, Rate, & Review Click Play to Hear #045: The US Shale Boom is NOT Over Click Play to Catch Up on the Last 10 Episodes Top Stories Platts Report: China oil demand grew 1.5% year over year in November Nigeria: Anticipating Nigeria's Fortunes in 2016 Top 5 Indian stocks exposed to the slowdown in the Gulf Royal Dutch Shell: A Good Bet Despite The Challenges? 4 Energy Gainers Set for a Better 2016 Diamond Offshore Drilling Inc (DO) to Post FY2015 Earnings of $2.48 Per Share, KeyBanc Forecasts Is This The End Of The U.S. Oil Boom? Pipeline project watchdogs anticipate arrival of compressor station BP agrees to sale of Alabama petrochemical complex Extra, Extra Heavy Smog, Called "Fog" Covers Beijing William Friedkin Paid Off the MTA to Make 'The French Connection' The Weekly Onion North Korea Successfully Harvests Wheat In Show Of Growing Strength Events On Deck API Houston Luncheon When: Tuesday January 12, 2015 11am till 12:30pm Where: The Petroleum Club, 1201 Louisiana St., Houston, TX 77002. Leaders in Industry Luncheon When: Wed January 13, 2016 from 11:30am till 1pm Where: The Petroleum Club, 1201 Louisiana Street, Houston, TX (Total Building)

The post The US Shale Boom is NOT Over – OGTW045 appeared first on Oil and Gas This Week Podcast.

A discussion to see if the debt bomb is about to blow up US Shale.   Panel: Tom Wallin, Editor-in-Chief Casey Sattler, Editor of Energy Intelligence Finance and Western Hemisphere News Editor David Knapp, Editor of Oil Market Intelligence and Chief Energy Economist

Just like the world's petrostates, Platts senior editors Brian Scheid and Herman Wang are feeling the pinch from lower oil prices brought on by the US shale boom. While Brian and Herman bemoan the cutbacks they've been forced to make and fret about their loss of clout, they examine how the surge in...

It's Brian Scheid v. Herman Wang on Platts Capitol Crude Court this week, as the co-hosts duel over the notion of idled US shale oil wells contributing to global spare capacity. Brian argues that drilled and uncompleted wells and laid-down rigs represent a de facto source of spare capacity, since...

The US shale industry has transformed the outlook for US energy security, created tens of thousands of high-paying jobs, and rattled the leaders of rival oil-producing countries from Riyadh to Caracas. But as oil prices have sunk, the fledgling industry is facing its first real test, Ed Crooks tells Matthew Vincent. See acast.com/privacy for privacy and opt-out information.

The second panel discussion of the conference looked at ‘US Shale Gas Revolution and its Implications’. The panel was moderated by Prof. Alan Riley (The City Law School), with speakers including Atle Rettedal (Statoil), Benjamín Palomo-Sanz (Repsol), Ford Nicholson (Kepis & Pobe), Michael O’Dwyer (Morgan Stanley), and Simon Whitehead (Hill+Knowlton Strategies). Global Energy Summit 2012 http://www.lbsglobalenergysummit.com